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Tali FAQ Articles
Tali FAQ Articles
Tali FAQ Articles
42 articles
How can I add interest and charges made by my bank?Add interest and bank charges made by the bank
How can I correct the value of a cashed cheque?Correct the value of a cashed cheque
How can I see my account balances?See account balances
How can I see information from a previous closed year?See information from a previous closed year
How can I see what transactions are owed at period end?See transactions owed at period end
How can I see who has or hasn't paid?See who's paid and who hasn't
How can I select a different bank account to reconcile?Select a different bank account to reconcile
How can I update staff members?Update staff members
How do I cancel a paying-in slip?Cancel a paying-in slip
How do I cancel items from a previous year?Cancel items from a previous year
How do I cancel transactions?Cancel transactions
How do I change my school / academy name?Change your school or academy name
How do I change to a new bank?Change to a new bank
How do I configure my browser?Configure browsers
How do I deal with a duplicated cheque or paying-in slip number?Sort out duplicated cheque numbers
How do I deal with unpresented cheques/direct debits/creditsDeal with unpresented cheques, direct debits and credits
How do I draw a cheque for cash?Draw a cheque for cash
How do I import Parentmail transactions?Importing ParentMail transactions
How do I import Schoolcomms transactions?Importing Schoolcomms transactions
How do I manage accounts?Manage accounts
How do I manage names?Manage names
How do I mark leavers as out of use?Mark leavers out of use
How do I process an Oracle transaction from the City of Edinburgh so I can reconcile my bank account?Process Oracle transactions from City of Edinburgh
How do I reconcile all my banks for period end?Reconcile all banks for period end
How do I record the Universal Infant Free School Meals (UIFSM) being taken?Record universal infant free school meals (UIFSM) being taken
How do I record unpresented debits and credits processed in a previous version so I can reconcile my bank statement?Record unpresented debits and credits processed in a previous version in order to reconcile bank statement
How do I remove duplicated transactions?Remove duplicated transactions
How do I reprint income or expenditure transactions?Reprinting income or expenditure transactions
How do I reprint paying-in slips?Reprint paying-in slips
How do I resolve a bounced cheque?Resolve bounced cheques
How do I resolve transactions not being imported?Resolve transactions not being imported
How do I reverse uncashed cheques?Reverse uncashed cheques
How do I see unreconciled items?See unreconciled items
How do I set up for Universal Infant Free School Meals (UIFSMs)?Set up for Universal Infant Free School Meals
How do I split income and expenditure?Splitting income and expenditure
How do I transfer amounts?Transfer amounts between accounts and names
How do I unreconcile a bank statement?Unreconcile a bank statement
How do I update my student names?Update student names from Sims manually
How do I update the Register App?Update the Register App
How does Gift Aid work?How Gift Aid Works in Tali
How to transfer sQuid payments so you can reconcile your bank statementsTransfer sQuid payments to reconcile bank statements
What should I do if I think that transactions are not being imported automatically?Resolve transactions not being imported automatically in Tali